Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse client portfolios and produce detailed investment reports.
- Company: Leading financial planning firm in London with a focus on growth.
- Benefits: Salary up to £70,000, enhanced benefits, and career progression.
- Why this job: Join a high-calibre team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and strong analytical skills.
- Other info: Dynamic environment with excellent opportunities for professional growth.
The predicted salary is between 42000 - 70000 £ per year.
A financial planning firm in London is seeking an experienced Paraplanner to join their analytical team. This role requires strong analytical and quantitative skills, along with a Level 4 Diploma in Financial Planning. The Paraplanner will analyze client portfolios, assess suitability for investments, and produce detailed reports. This position offers a salary up to £70,000 with enhanced benefits, creating a unique opportunity for career progression in a high-calibre environment.
Senior Paraplanner - Investment-Led Planning & Growth in City of London employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Investment-Led Planning & Growth in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills. Be ready to discuss how you've assessed client portfolios in the past and the methodologies you used. We want to see you shine, so practice articulating your thought process clearly!
✨Tip Number 3
Showcase your Level 4 Diploma in Financial Planning! Make sure to highlight this qualification during interviews and discussions. It’s a key asset that sets you apart from other candidates, so don’t be shy about it!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your foot in the door. Plus, we love seeing applications come directly from motivated candidates like you!
We think you need these skills to ace Senior Paraplanner - Investment-Led Planning & Growth in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your analytical and quantitative skills, as these are key for the Senior Paraplanner role. We want to see how your experience aligns with the job description, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your Level 4 Diploma makes you a perfect fit for our team. Let us know what excites you about this opportunity!
Showcase Your Analytical Skills: In your application, provide examples of how you've successfully analysed client portfolios in the past. We love seeing real-life scenarios where your skills made a difference, so don’t hold back on the details!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Senior Paraplanner, you'll need to demonstrate your strong analytical skills. Brush up on key financial metrics and be ready to discuss how you've used data to inform investment decisions in the past.
✨Showcase Your Reports
Prepare to present examples of detailed reports you've created. This will not only highlight your writing skills but also your ability to analyse client portfolios and assess investment suitability.
✨Understand the Firm's Philosophy
Research the financial planning firm's approach to investment-led planning. Being able to articulate how your values align with theirs can set you apart and show that you're genuinely interested in the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics and growth opportunities within the firm. This shows your enthusiasm for the position and helps you gauge if it's the right fit for you.
